From 3103995b540ee82fbbec9188af8cad4f2ab3bc1b Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Wed, 27 Sep 2023 16:12:05 -0400 Subject: [PATCH 1/3] Update Plan-Types.md https://github.com/Expensify/Expensify/issues/311411 --- .../getting-started/Plan-Types.md | 29 ++++++++++++++++++- 1 file changed, 28 insertions(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/Plan-Types.md b/docs/articles/expensify-classic/getting-started/Plan-Types.md index f0323947ee12..c18b3902f383 100644 --- a/docs/articles/expensify-classic/getting-started/Plan-Types.md +++ b/docs/articles/expensify-classic/getting-started/Plan-Types.md @@ -2,4 +2,31 @@ title: Plan-Types description: Plan-Types --- -## Resource Coming Soon! +# Overview +You can access comprehensive information about Expensify's plans and pricing by visiting www.expensify.com/pricing. Below, we provide an overview of each plan type to assist you in selecting the one that best suits your business or personal requirements. + +## Free Plan +The Free plan is suited for small businesses, offering a dedicated workspace for efficiently handling Expensify card management, expense reimbursement, invoicing, and bill payment. This plan includes unlimited receipt scanning for all users within the company and the potential to earn up to 1% cashback on card spending exceeding $25,000 per month (across all cards). + +## Collect Workspace Plan +The Collect Workspace Plan is designed with small companies in mind, providing essential features like a single layer of expense approvals, reimbursement capabilities, corporate card management, and basic integration options such as QuickBooks Online, QuickBooks Desktop, and Xero. This plan is ideal for those who require simple expense management functions. + +## Control Workspace Plan +Our most popular option, the Control Workspace plan, offers a heightened level of control and Workspace customization. With a Control Workspace, you gain access to multi-level approval workflows, comprehensive corporate card management, advanced accounting integration, tax tracking capabilities, and advanced expense rules that facilitate the enforcement of your internal expense policy. This plan provides a robust set of features for effective expense management. + +## Individual Track Plan +The Track plan is tailored for solo Expensify users who don't require expense submission to others. Individuals or sole proprietors can choose the Track plan to customize their Individual Workspace to align with their personal expense tracking requirements. + +## Individual Submit Plan +The Submit plan is designed for individuals who need to keep track of their expenses and share them with someone else, such as their boss, accountant, or even a housemate. It's specifically tailored for single users who want to both track and submit their expenses efficiently. + +# FAQ + +## How can I change Individual plans? +You have the flexibility to switch between a Track and Submit plan, or vice versa, at any time by navigating to **Settings > Workspaces > Individual > *Workspace Name* > Plan**. This allows you to adapt your expense management approach as needed. + +## How can I upgrade Group plans? +You can easily upgrade from a Collect to a Control plan at any time by going to **Settings > Workspaces > Group > *Workspace Name* > Plan**. However, it's important to note that if you have an active Annual Subscription, downgrading from Control to Collect is not possible until your current commitment period expires. + +## How does pricing work if I have two types of Group Workspace plans? +If you have a Control and Collect Workspace, you will be charged at the Control Workspace rate. From 8038e29e58d62378018e38223b7c953d9a92c053 Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Mon, 2 Oct 2023 19:49:51 -0400 Subject: [PATCH 2/3] Update Plan-Types.md updating description as per SEO --- docs/articles/expensify-classic/getting-started/Plan-Types.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/Plan-Types.md b/docs/articles/expensify-classic/getting-started/Plan-Types.md index c18b3902f383..87addc0db91d 100644 --- a/docs/articles/expensify-classic/getting-started/Plan-Types.md +++ b/docs/articles/expensify-classic/getting-started/Plan-Types.md @@ -1,6 +1,6 @@ --- title: Plan-Types -description: Plan-Types +description: Learn which Expensify plan is the best fit for you --- # Overview You can access comprehensive information about Expensify's plans and pricing by visiting www.expensify.com/pricing. Below, we provide an overview of each plan type to assist you in selecting the one that best suits your business or personal requirements. From 798132ffe0158fb513a355104950e42a3be995e3 Mon Sep 17 00:00:00 2001 From: Nicole Mendonca Date: Thu, 5 Oct 2023 16:39:42 -0400 Subject: [PATCH 3/3] Update docs/articles/expensify-classic/getting-started/Plan-Types.md Co-authored-by: Rushat Gabhane --- docs/articles/expensify-classic/getting-started/Plan-Types.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/getting-started/Plan-Types.md b/docs/articles/expensify-classic/getting-started/Plan-Types.md index 87addc0db91d..90c632ffa5cc 100644 --- a/docs/articles/expensify-classic/getting-started/Plan-Types.md +++ b/docs/articles/expensify-classic/getting-started/Plan-Types.md @@ -1,5 +1,5 @@ --- -title: Plan-Types +title: Plan Types description: Learn which Expensify plan is the best fit for you --- # Overview